Finders Keepers: IPO, XAI, Subs
Matt and Katie do not discuss tariffs but do discuss meme stock mini-IPOs, the stablecoin business, adult custodians of T-bills, booping some Circle coins, valuing X and xAI, X/xAI synergies, other po...
4 Apr 202532min
Land Rich: EDR, KKR, SPAX.PVT
Katie and Matt discuss the Endeavor deal, Carl Icahn, dodging brokers' phone calls, strategic holdings, a baby Berkshire boom, Katie's contact lens reorder, reinvesting crypto winnings in land, real-t...
28 Mar 202532min
Unbundled Advice: A Mailbag Episode
Matt and Katie answer reader questions about the quality of cocoa beans, who picks the loans in private credit ETFs, whether everything is stupid now, how to work quant hedge fund money laundering int...
21 Mar 202524min
American Dream: EDR, BIS, PILOT
Katie and Matt discuss appraisal arbitrage, fighting and wrestling, official worries about private credit liquidity and indoor skiing in New Jersey.See omnystudio.com/listener for privacy information.
14 Mar 202527min
Audible Frustration: C, ME, ETF
Matt and Katie discuss Citigroup's fat fingers and confusing computer screen, 23andMe's troubles, serial-killer cousins, ETF sales practices and taking a holistic view of customer service. See omnystu...
7 Mar 202535min
Funny Business Is My Business: PRIV, HHH, WARS
Katie and Matt discuss Apollo and State Street's private credit exchange-traded fund launch, Bill Ackman's efforts to build his own Berkshire Hathaway, and memecoins as bankruptcy bidding currency.See...
28 Feb 202535min
Bespokeness: AI, Passthrough, UST
Katie and Matt discuss the fighting over OpenAI, paying for hedge funds' photocopies, whether hedge funds are worth it or you should just buy buffer ETFs, and Microsoft vs. Treasuries.See omnystudio.c...
14 Feb 202531min
Another Great Convergence: 7bps, APO, HOOD
Katie and Matt discuss Vanguard's big mutual fund fee cut, plans for private credit trading and the one glorious day when you could bet on the Pro Football Championship in your brokerage app.See omnys...
7 Feb 202528min
